See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,886 | $60,022-68.5% | $88,946-78.8% | $84,808-77.7% |
| Participation rate | 75.0% | 57.8%+17.2pp | 68.8%+6.2pp | 68.3%+6.7pp |
| Annual return | 14.75% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,947 | $3,114-37.5% | $4,581-57.5% | $4,212-53.8% |
| Admin fee / account holder | $2,267 | $4,811-52.9% | $8,261-72.6% | $7,344-69.1% |